+814.4%
VOO vs CCJ
+230.9%
+583.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.3% |
| 7D | +3.3% | +5.0% | -1.8% | +2.3% |
| 30D | -2.7% | -16.7% | +14.0% | +0.4% |
| 3M | -1.7% | -27.5% | +25.8% | +3.6% |
| 6M | +3.1% | -38.6% | +41.7% | +11.5% |
| YTD | +11.9% | -21.5% | +33.5% | +14.7% |
| 1Y | +12.1% | -22.3% | +34.4% | +14.8% |
| 3Y | +78.6% | +69.9% | +8.7% | +52.0% |
| 5Y | +73.8% | +163.6% | -89.8% | +31.3% |
| 10Y | +312.3% | +782.3% | -470.0% | +119.8% |
| All | +814.4% | +230.9% | +583.5% | +415.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CCJ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling